Sample Restaurant Business Plan

Note: RestaurantOwner.com has made these downloads freely available to give you a sample of the valuable information you can get when you become a member of the site.  Click here for details on how we can make your restaurant more profitable. (opens in new window)

A professional, well-conceived restaurant business plan is absolutely essential for an independent restaurant venture to obtain funding and have any real chance for success.

Several of our members who have recently opened their own restaurants, tell us unequivocally, that having a first-class business plan was the single most important ingredient in making their new business a reality.

Our exclusive templates and resources give you a quick and easy way to prepare a winning business plan without spending hundred of hours researching, organizing and crafting every word yourself. It will also help you identify and think through the major and subtle elements that need to be addressed in any successful restaurant startup.

Use these resources to simplify and speed up the preparation process with a proven outline to communicate your plan in a professional, compelling format that will enhance your credibility and improve your chances of attracting investors and obtaining the necessary financing.

As a member of RestaurantOwner.com, you'll also receive startup checklists, opening manuals and other resources to stay on schedule and on budget during the startup stage as well a large array of templates and tools to develop your operational systems and procedures so you're ready for business when opening day arrives.

With our Business Plan Template and other resources you'll get:

• Pre-written content and customizable documents, including a detailed business plan financial model, to simplify and expedite the preparation of a professional, comprehensive plan.

• Instructions and guidance for preparing all the major elements of a business plan including Executive Summary, Business Concept, Management Team, Market Analysis, Marketing Strategy, Operational Plan, Investment Analysis, Growth Plan, Exit Strategy, and Financial Projections.

• Links to literally hundreds of related articles, resources and tools available within RestaurantOwner.com and beyond to help you learn new ideas, fine tune your strategies and enhance the credibility of yourself and your plan.

• Current industry research ready for you to use or edit compiled from National Restaurant Association's Food Industry Analysis and other authoritative sources.

• Step-by-step instructions for preparing the all-important Financial Section of your plan including creation of your startup budget, financial projections and return on investment analysis.

• Personal support through RestaurantOwner.com's discussion forum where business plan questions are promptly responded to with valuable insights from our experienced staff and thousands of fellow independent operators.

The business plan templates and resources were created by Jim Laube, CPA, and Joe Erickson, a former restaurant owner and operator. The authors have been involved in literally hundreds of restaurant business plan and startup projects over the past 25 years.

     Jump to Download Files  

The following Table of Contents reflects the comprehensive structure of the business plan template:

You'll get a document that not only contains a basic business plan outline, but one that is enhanced with actual text you can use, accompanied by suggestive text and built-in instructions.

Executive Summary

Company Description

    Organization

    Location

    Capitalization

Business Concept

    Concept Statement

    Sample Menu

    Design/Layouts

Management Team

    Managing Partner/Owner

    General Manager

    Kitchen Manager/Chef

    Management Agreements

    Confidentiality Agreements

Market Analysis

    Industry Assessment

    Target Market

    Location Analysis

    Competitive Analysis

Marketing Strategy

    Overview

    Customer Database

    Frequent Diner

    Email Campaign

    Mailer campaign

Built-in features include tables and charts that enhance the business plan while helping to guide you through the steps of building it.

    Community/Charity Involvement

    Business Relationships

    4 Walls Marketing

    Public Relations

    Advertising

Operations

    Overview

    Staffing

    Training

    Daily Operations & Production

    Customer Service

    Suppliers

    Management Controls

    Administrative Systems

Investment Analysis

    Source of Funds

    Capital Contributions 

Growth Plan/Exit Strategy

    Expansion Plans

    Investor Exit Options

    Investor Expansion Options

Financial Projections

    Project Sources & Uses of Cash

    Capital Budget

    Sales Projection

    Hourly Labor Projection

    Detailed Statement of Income & Cash Flow Year 1

    Summary Statement of Income & Cash Flow Year 1

    Summary Statements of Income & Cash Flow Years 1-5

    Break-Even Cash Flow Projection

Appendices

Get immediate access to these Business Plan resources PLUS hundreds of additional articles, operational forms, manuals & spreadsheet templates and MUCH, MUCH MORE when you join RestaurantOwner.com.

The Restaurant Business Plan includes the following documents and spreadsheets:

• Tips and Instruction: Using the Restaurant Business Plan Template- This PDF document explains how to use the Restaurant Business Plan Template.

• The Restaurant Business Plan Template- A Microsoft Word® document consisting of  a highly detailed business plan outline enhanced with actual text you can use, supplemented with suggestive text and built-in instructions.

• How to Prepare a Restaurant Business Plan: Financial Section- This PDF document walks you through the preparation of the various Financial Statements & Operating Projections in both Tableservice and Quickservice versions. This in depth set of instructions includes guidelines on how to project sales and expenses while also providing informative comparisons to industry averages.        

• Business Plan Financial Model-Tableservice Version- Possibly the most comprehensive financial tool you'll ever use to evaluate restaurant financial feasibility and create restaurant financial projections. This series of linked Microsoft Excel® worksheets will simplify the preparation process while helping you be thorough in your projections.

• Business Plan Financial Model-Quickservice Version- This version of the Business Plan Financial Model has been designed specifically for quickservice restaurants.

• Restaurant Business Plan Financial Model-Pizzeria Version- This version of the Business Plan Financial Model has been designed specifically for quickservice & delivery pizza restaurants.

Two sample pages from The Restaurant Business Plan Template -

Sample page from Restaurant Business Plan Template

Sample page from the Business Plan Financial Model-Tableservice Version - (percentages not shown to fit image on page)

From the Restaurant Business Plan Financial Template

Download Files-

	Tips and Instructions-Using the Restaurant Business Plan Template
	The Restaurant Business Plan Template
	How to Prepare a Restaurant Business Plan-Financial Section
	Business Plan Financial Models

If you are impressed with the quality of the information we are giving away to you, imagine how valuable the resources are when you become a full member of the site.  Click here for details on how we can make your restaurant more profitable. (opens in new window)

Want More Startup Resources?   Sign up now for 3 FREE issues of Restaurant Startup & Growth magazine. No stings attached. Just click on the image above. [Close Box]